See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,511 | $139,434-97.5% | $33,576-89.5% | $139,434-97.5% |
| Participation rate | 63.6% | 80.3%-16.7pp | 68.2%-4.5pp | 80.3%-16.7pp |
| Annual return | 0.00% | 372.94%-372.9pp | 30.92%-30.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $942 | $4,751-80.2% | $2,049-54.0% | $4,751-80.2% |
| Participant deferral / active EE | $1,158 | $6,710-82.7% | $5,609-79.4% | $6,710-82.7% |
| Admin fee / account holder | $17 | $11,403-99.8% | $8,819-99.8% | $11,403-99.8% |